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Episode 72: Cybersecurity & The Power of Direct Indexing丨Guest: Orion Advisor Tech’s Chris Romano

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Manage episode 275703761 series 1424494
Content provided by Orion Portfolio Solutions. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Orion Portfolio Solutions or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In today’s episode, we discuss why the cybersecurity sector is an attractive investment play as the digital age continues to take shape, where advisors can find opportunities to hedge inflation in today’s market and how to position portfolios during and after election season. We also provide an indepth look at direct indexing and how it can help provide superior client service. Guest: Orion Advisor Tech’s Chris Romano.

2774-OAS-10/27/2020

  continue reading

223 episodes

Artwork
iconShare
 
Manage episode 275703761 series 1424494
Content provided by Orion Portfolio Solutions. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Orion Portfolio Solutions or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In today’s episode, we discuss why the cybersecurity sector is an attractive investment play as the digital age continues to take shape, where advisors can find opportunities to hedge inflation in today’s market and how to position portfolios during and after election season. We also provide an indepth look at direct indexing and how it can help provide superior client service. Guest: Orion Advisor Tech’s Chris Romano.

2774-OAS-10/27/2020

  continue reading

223 episodes

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